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Beyond the Booklet: How Digital Innovation and Structured Data are Redefining the Consultant Role
Enhancing Employee Engagement Through Digital Innovation and Structured Data
In this episode of the Benefits Broker Boost Podcast, Adam Smith, Plansight CMO, sits down with Landon Fielding, Founder and CEO of Brite. With nearly a decade of experience as a broker, Landon shares the pivotal “aha moment” that led him to abandon the traditional paper benefit guide in favor of a digital-first approach. The conversation explores the critical need for structured data, the role of AI in streamlining workflows, and how the Plansight and Brite integration helps brokers scale with accuracy and impact.
The Failure of the Traditional Benefit Guide
Landon recounts a 2019 open enrollment meeting where he realized that despite massive spending on custom print materials, employees were completely disengaged. He explains that most paper booklets end up in the trash, leaving HR teams overwhelmed with repetitive questions. This realization shifted his focus toward “zero-to-one” engagement, creating a frictionless, digital environment where employees can learn about their benefits in under ten minutes without the need for complex logins.
Prioritizing Relationships in a “Cutthroat” Industry
The insurance industry is notoriously competitive and highly dependent on reputation. Landon and Adam discuss why the best agencies prioritize relationships over revenue. By focusing on deep partnerships and ensuring that even the most complex clients have a seamless experience, technology providers and brokers alike can build the trust necessary for long-term broker growth.
Rethinking Talent Retention and Perks
Benefits have become a primary battleground for talent. Landon shares how his own team looks beyond standard medical plans to lifestyle spending accounts and creative uses for HSAs. By utilizing tools like Truemed, employers can help employees use tax-advantaged funds for fitness and wellness, creating a “cool-to-have” factor that drives real talent attraction and retention.
The Future of the Industry in 2026
Looking ahead to the next few years, Landon predicts a massive consolidation of information access points. He emphasizes that while AI will be instrumental in changing broker workflows, its success depends entirely on having structured data. The role of the consultant will shift drastically, and those who haven’t built a digital foundation risk becoming the “Blockbuster” of the benefits world.
Ready To Streamline Your Strategic Presentations?
Plansight is the only end-to-end benefits marketing platform that uses AI and automation to ensure every renewal and RFP is consistent, accurate, and fast. By taking the manual work out of benefit planning, Plansight helps you stay ahead of the curve and deliver faster, smarter results to your clients. Visit Plansight to learn more about making your brokerage more efficient.
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By PlansightEnhancing Employee Engagement Through Digital Innovation and Structured Data
In this episode of the Benefits Broker Boost Podcast, Adam Smith, Plansight CMO, sits down with Landon Fielding, Founder and CEO of Brite. With nearly a decade of experience as a broker, Landon shares the pivotal “aha moment” that led him to abandon the traditional paper benefit guide in favor of a digital-first approach. The conversation explores the critical need for structured data, the role of AI in streamlining workflows, and how the Plansight and Brite integration helps brokers scale with accuracy and impact.
The Failure of the Traditional Benefit Guide
Landon recounts a 2019 open enrollment meeting where he realized that despite massive spending on custom print materials, employees were completely disengaged. He explains that most paper booklets end up in the trash, leaving HR teams overwhelmed with repetitive questions. This realization shifted his focus toward “zero-to-one” engagement, creating a frictionless, digital environment where employees can learn about their benefits in under ten minutes without the need for complex logins.
Prioritizing Relationships in a “Cutthroat” Industry
The insurance industry is notoriously competitive and highly dependent on reputation. Landon and Adam discuss why the best agencies prioritize relationships over revenue. By focusing on deep partnerships and ensuring that even the most complex clients have a seamless experience, technology providers and brokers alike can build the trust necessary for long-term broker growth.
Rethinking Talent Retention and Perks
Benefits have become a primary battleground for talent. Landon shares how his own team looks beyond standard medical plans to lifestyle spending accounts and creative uses for HSAs. By utilizing tools like Truemed, employers can help employees use tax-advantaged funds for fitness and wellness, creating a “cool-to-have” factor that drives real talent attraction and retention.
The Future of the Industry in 2026
Looking ahead to the next few years, Landon predicts a massive consolidation of information access points. He emphasizes that while AI will be instrumental in changing broker workflows, its success depends entirely on having structured data. The role of the consultant will shift drastically, and those who haven’t built a digital foundation risk becoming the “Blockbuster” of the benefits world.
Ready To Streamline Your Strategic Presentations?
Plansight is the only end-to-end benefits marketing platform that uses AI and automation to ensure every renewal and RFP is consistent, accurate, and fast. By taking the manual work out of benefit planning, Plansight helps you stay ahead of the curve and deliver faster, smarter results to your clients. Visit Plansight to learn more about making your brokerage more efficient.